Commercial Lines Customer Service Agent

Customer Service Representative

Job Summary

Seeking a dedicated and detail-oriented Customer Service Representative to join a Property & Casualty division. In this role, will provide responsive and accurate support to commercial insurance clients, ensuring a consistently positive client experience. You will collaborate with producers and account managers to service accounts, process policy changes, coordinate renewals, and deliver exceptional service.

Compensation Package

• Competitive salary based on experience and qualifications
• Comprehensive benefits package, including health, dental, and vision insurance
• Paid time off and holidays
• Opportunities for professional development and industry certifications

Responsibilities

Client Service & Communication

• Manage communications related to renewals, policy changes, audits, and billing.
• Respond promptly to client inquiries regarding coverage, billing, and claims.
• Issue certificates of insurance and maintain accurate policy documentation.

Policy Servicing & Account Management

• Service a portfolio of commercial accounts across various industries.
• Process endorsements, cancellations, certificates, and other policy changes.
• Organize and prioritize workflows for an assigned book of business.

Renewals, Marketing & Proposals

• Prepare and review renewal submissions, applications, and proposals for new and existing business.
• Coordinate with underwriters and carriers to obtain quotes and coverage options for renewal business.
• Support producers and account managers in marketing new and renewal business, with a focus on retention.

Coverage Analysis & Collaboration

• Understand complex exposures, including specialty product lines.
• Partner with sales professionals to evaluate exposures, analyze loss trends, and recommend appropriate coverage solutions.
• Collaborate with producers, underwriters, and internal team members to deliver seamless client service.

Systems, Documentation & Compliance

• Use agency management systems accurately and timely to enter and maintain all required information.
• Ensure adherence to industry regulations, company standards, and client requirements.

Qualifications/Requirements

• Education: High school diploma or equivalent required; associate or bachelor’s degree preferred.
• Licensing: Active Property & Casualty (P&C) insurance license or ability to obtain within a specified timeframe.
• Experience: Two or more years of commercial lines servicing experience preferred.
• Knowledge: Working knowledge of commercial insurance products (e.g., general liability, property, workers’ compensation, auto, umbrella).
• Technical Skills: Proficiency with agency management systems (e.g., Applied Epic, AMS360, or similar).
• Communication: Strong written and verbal communication skills.
• Organizational Skills: Excellent organizational and time-management abilities.
• Attention to Detail: High level of accuracy and attention to detail.
• Professional Development: Demonstrated interest in continuing to build industry knowledge and expertise.

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